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Kyle C Wagner

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsburgh, PA

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-03
PA RA APPROVED 2024-12-24
  • TX RA
    APPROVED
    Since 2025-02-03
  • PA RA
    APPROVED
    Since 2024-12-24

Branch Locations

600 Grant St, Pittsburgh, PA 15219 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 02/2022 Present
Luttner Financial Group Pittsburgh PA 06/2021 02/2022
Keybank Erie PA 06/2020 05/2021
Keybank Dayton OH 06/2020 05/2021
Patti's Pizza Erie PA 01/2011 05/2020
University Of Dayton Dayton OH 08/2017 05/2021
Bank Of America, N.A. Pittsburgh PA 05/2026 Present
  • 02/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pittsburgh, PA
  • 06/2021 → 02/2022
    Luttner Financial Group
    Pittsburgh, PA
  • 06/2020 → 05/2021
    Keybank
    Erie, PA
  • 06/2020 → 05/2021
    Keybank
    Dayton, OH
  • 01/2011 → 05/2020
    Patti's Pizza
    Erie, PA
  • 08/2017 → 05/2021
    University Of Dayton
    Dayton, OH
  • 05/2026 → Present
    Bank Of America, N.A.
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
S63 Uniform Securities Agent State Law Examination 2024-10-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23
  • S63 Uniform Securities Agent State Law Examination
    2024-10-14

View on SEC IAPD

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